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Financial Symmetry, Inc.
- Financial Services
- Raleigh, NC
About this business
We are an independent, employee-owned financial planning and investment management firm in Raleigh, NC that provides financial services for individuals and their families on a fee-only basis.
Location details
1511 Sunday Dr #300, Ste 120, Raleigh, NC, 27607, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have worked with Financial Symmetry for over 15 years now, specifically with Alison Berger and have been incredibly pleased. I am the type to "tinker" with investments, which is dangerous because I read the news and suddenly want to invest in the next best thing. I joined them shortly after putting all of my early retirement savings into technology and communication in 2000. The team here has advised me multiple times not to fall for shiny objects and every time they have been right. My investment portfolio has grown well... read more
We have been clients of Financial Symmetry since 2019. Our team (Cameron and Niamh) are wonderful - each person we've worked with is friendly, knowledgeable and diligent. The team is proactive and communicates very well. We appreciate their valuable financial management, consultation and advice.
Very highly recommend these financial consultants.
I’ve been a Financial Symmetry (FSI) client since late 2013. When having early discussions with FSI, I didn’t initially think that I needed them to develop a financial plan for me as I was just interested in having someone “manage my money”. Ultimately, I did agree to have them do a plan and I am thankful I did as that plan has proven invaluable and serves as my roadmap to financial success. FSI has provided outstanding advice in all facets of personal finance including asset allocation, diversification, portfolio design, ta... read more
I’ve been a Financial Symmetry (FSI) client since late 2013. When having early discussions with FSI, I didn’t initially think that I needed them to develop a financial plan for me as I was just interested in having someone “manage my money”. Ultimately, I did agree to have them do a plan and I am thankful I did as that plan has proven invaluable and serves as my roadmap to financial success. FSI has provided outstanding advice in all facets of personal finance including asset allocation, diversification, portfolio design, ta... read more
Frequently asked questions about Financial Symmetry, Inc.
How is Financial Symmetry, Inc. rated?
Financial Symmetry, Inc. has a 4.4 star rating with 10 reviews.
When is Financial Symmetry, Inc. open?
Financial Symmetry, Inc. is open now. It will close at 6:00 p.m.
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